Unclaimed
Kristina Chan sickmond is a financial advisor registered with Manning & Napier Investor Services, Inc. Kristina has been in the industry for 10 years and holds Series 6, 63, 6TO and SIE licenses. Kristina is registered in New York and is associated with the Fairport, NY branch office. Kristina was previously registered with NYLIFE SECURITIES LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
08/20/2019 - Present
Manning & Napier Investor Services, Inc. (FAIRPORT NY)
NY
06/27/2011 - 10/04/2012
NYLIFE SECURITIES LLC (FAIRPORT NY)
BC
Issued 11/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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